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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,135 | $179,444-91.0% | $78,004-79.3% | - |
| Participation rate | 39.4% | 59.5%-20.1pp | 69.4%-30.1pp | - |
| Annual return | 15.12% | 15.96%-0.8pp | 31.07%-15.9pp | - |
| Employer contribution / active EE | $0 | $1,879-100.0% | $2,469-100.0% | - |
| Participant deferral / active EE | $489 | $3,588-86.4% | $4,092-88.0% | - |
| Admin fee / account holder | $896 | $21,474-95.8% | $7,578-88.2% | - |